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Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

LPL Financial LLC

location

PENSACOLA, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Poland is a financial advisor with LPL Financial LLC in Pensacola, FL. Jennifer has been in the financial services industry since 2011. She is a registered representative of LPL Financial LLC and holds the Series 63, Series 65, Series 66, Series 7, and SIE licenses. Jennifer has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Navy Federal Brokerage Services, LLC, Morgan Stanley & Co., Incorporated, and Morgan Stanley DW Inc. Jennifer specializes in providing financial planning, portfolio management for individuals and businesses, and consulting services. Jennifer is committed to helping her clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Raymond James Financial Services Advisors, Inc. | CFP ® (Certifications)

location

Jacksonville, FL

experience

21 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jennifer Alice Harris is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Jacksonville, Florida. Jennifer Harris has over 20 years of experience in the financial services industry. Jennifer Harris is a Certified Financial Planner and has been a Registered Representative since 2003. Jennifer Alice Harris specializes in a variety of financial planning services including retirement planning, college savings, and estate planning. Jennifer Alice Harris is licensed to provide financial advice in Alabama, California, Colorado, Florida, Georgia, Louisiana, Montana, North Carolina, Pennsylvania, Texas and Virginia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

NAPLES, FL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Wilfong is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jennifer has been in the industry since 2012. Jennifer is registered to provide investment advice in Florida and Indiana. Jennifer specializes in portfolio management for individuals and businesses. Jennifer is also a registered representative with Merrill Lynch. Jennifer has been with Merrill Lynch since June 2012.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Wells Fargo Clearing Services, LLC

location

BOCA RATON, FL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Cincotta is a registered representative with Wells Fargo Clearing Services, LLC and has been in the industry since October 28, 2008. Jennifer is licensed to offer securities and investment advisory services in multiple states. Jennifer is a Series 7 and 63 licensed representative with experience at Morgan Stanley. She is currently offering services from the Boca Raton, FL branch office.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Ameriprise Financial Services, LLC

location

ORLANDO, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Carol Emely is a financial advisor with Ameriprise Financial Services, LLC. Jennifer has been in the financial services industry since July 2005. Jennifer has been registered with Ameriprise Financial Services, LLC since March 2020. Jennifer holds the Series 66, Series 7, and SIE exams. Jennifer is licensed in 50 states, plus Puerto Rico, and has her Investment Advisor Representative registration in Florida and Texas. Jennifer's previous employment was with IDS LIFE INSURANCE COMPANY. Jennifer's current registrations are in the categories of Registered Representative and Investment Advisor Representative. Jennifer specializes in Asset allocation services, Financial planning, Pension consulting, Educational seminars, Publication of periodicals, Selection of other advisers, Portfolio management for businesses, and Portfolio management for individuals. Jennifer serves a variety of client types, including high-net-worth individuals, individuals other than high-net-worth, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed
location

Fort Myers, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Ramey is a financial advisor with over 16 years of experience in the industry. Jennifer is registered with Morgan Stanley. Jennifer has Series 7, 31, and 66 securities licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Tampa, FL

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jennifer Crimmins is a financial advisor with Morgan Stanley. Jennifer is a licensed professional with over 30 years of experience in the financial services industry. Jennifer is registered to offer securities and investment advisory services in a number of states, including Florida, Texas, and California. Jennifer has held previous positions with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jennifer offers a range of financial services to individuals, businesses, and institutions, including portfolio management, financial planning, and retirement planning. Jennifer is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

B. Riley Wealth Advisors, Inc.

location

Ocala, FL

experience

21 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Jennifer Lynne Chatterton is a registered investment advisor representative with B. Riley Wealth Advisors, Inc. Jennifer has been in the industry for nearly two decades, having worked with Morgan Stanley Smith Barney, Morgan Keegan & Company, Inc., and Amsouth Investment Services, Inc. before joining B. Riley Wealth Advisors, Inc. She is a Series 6, 7, 66, and SIE licensed professional. Jennifer has extensive experience in providing financial planning and portfolio management services to individuals and businesses. She has worked with a variety of clients, including individuals, families, businesses, and retirement plans. Jennifer has a strong commitment to providing her clients with personalized service and helping them achieve their financial goals. Jennifer is a member of the Grace Christian School Board, the Ocala Women's Network, and the Marion County Youth Football League.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Ameriprise Financial Services, LLC

location

Ponte Vedra Beach, FL

experience

15 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jennifer Doherty is a financial advisor with over 13 years of experience in the financial services industry. Jennifer is currently registered with Ameriprise Financial Services, LLC. Prior to joining Ameriprise, Jennifer worked at SoFi Securities LLC, LPL Financial LLC, H. Beck, Inc., and Oppenheimer & Co. Inc. Jennifer holds Series 7, Series 66 and SIE licenses. Jennifer specializes in portfolio management, financial planning, and educational seminars. Jennifer is dedicated to helping clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC | CFP ® (Certifications)

location

BOCA RATON, FL

experience

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jennifer Richards is a financial advisor with over 15 years of experience in the industry. Jennifer is currently registered with J.p. Morgan Securities LLC. Jennifer is a Certified Financial Planner and has held previous roles at Chase Investment Services Corp. and Fifth Third Securities, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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